NSW - Thursday 1 August

Kirribilli Club

11 Harbourview Crescent,
Lavender Bay, NSW 2060

Thursday 1 August, 2019

2.00pm - Registration

2.30pm - Event starts
5.00pm - Drinks and Canapes

 CPD Accredited

CPD
Accredited

MDRT NSW Proudly Presents

“Lessons from the Legends”

Godfrey Phillips, Guy Mankey, Russell Collins, Mary Venegas,
Peter Byrne, Kevin Owen, Marc Bineham

Godfrey Phillips

Godfrey has been a Financial Adviser since 18th January 1977, and holds the primary leadership position in the specialist boutique Risk Management practice. He is an internationally recognized leader in the life insurance and financial services industry, and holds his own Australian Financial Services Licence.


Godfrey is a Fellow of the Australian Financial Advisors Association (A.F.A.), and has served on ASIC / IFSA/ AFA liaison committees for many years. In 1994, he was presented with the Lifewriter of the Year Award, for his outstanding contributions to the Financial Services Industry. This is the Australian Life Insurance Industry’s most prestigious award.

Godfrey is a 33 year Qualifying, Life and Honor Roll Member of the Million Dollar Round Table (M.D.R.T.), which is the Premier Association of Financial Professionals. He has served as an Ambassador, a Divisional Vice President, and Chair of the Leadership/Volunteer Advisory committees. The M.D.R.T. is an International Independent Association of 50,000 leading life insurance professionals that represent over 800 life insurance companies in 90 countries.

A much sought after speaker he has educated and motivated financial advisers in Australia, New Zealand, North America and Asia. Godfrey views his career as having the opportunity to be a “life changer”. He believes that by helping his clients with their personal plan of their financial futures, he helps to positively change their lives and the lives of those they love.

 

Guy Mankey

Now in his 40th year in the business, Guy Mankey’s reputation as an industry innovator has seen him invited to share his ideas on productivity and business growth with advisers throughout Australia as well as Asia, NZ, the USA & Canada.

 

A 16 year member, Guy remains the only Australian to have presented on both the Annual Meeting’s Main Platform and at the Top of the Table meeting in the same year.

 

He has been called on to give 2 major presentations at this year’s Annual Meeting in Florida.  The first involves presenting business development ideas as part of a Top of the Table panel while the second is the focus session we will see in March, ‘How to Get Lucky with Centres of Influence’.

 

Russell Collins

Dip LI, OAM (2019)

Russell operated as a Financial Adviser in the Risk Insurance market from February 1971 until his retirement as an adviser on 30 June 2010. This quickly became his passion and remained so throughout his 40 year career as a practitioner.

Russell was in his 33rd year in the business he only then realised (also subconsciously) that these four questions had in fact been the “driver” for the success he had enjoyed for over three decades in his developing relationships in the initial meetings with new people.

As a consequence of a 2004 Tasmanian experience Russell set up a new business – Risk Insurance Communication Skills (RICS) – with the goal of educating both new and existing advisers in how to maximise their potential to achieve greater success, with particular emphasis on their ‘soft’ skills.
 

Russell has been a member of MDRT for 43 years; he is a Life & Honorary Member and has been asked to present at MDRT in the US 5 times between 1995 & 2013.

Mary Venegas

  • Financial Adviser since 1985 – 33 years

  • Majority of my business is writing Risk.

  • Attended my 1st MDRT in Vancouver in 2016. I have been involved as a guest on many occasions with the MDRT in Sydney.

  • State Region Winner for “Value of Advice” in 2016 with AMP

 

(2) Books

 

  1. The Slight Edge, by Jeff Olson

  2. Good to Great, by Jim Collins

 

Mary Venegas will be speaking about the following items:

 

  1. Clients – At least 10 Touch Points during the year

  2. Perfect Team – “Harvey and Donna” - Do what we love to do and get others to do the same.

  3. Insurance – Getting a strong referral partnership with specialised Lawyers to ensure that Estate Planning gets done.

 

PJ Byrne

Diploma of Financial Services

PJ leads the Mr Insurance team, with over 19 years of continued service. PJ enjoys providing families and business’s professional advice for their life insurance needs. He does this in a personal and friendly way by educating and empowering clients to ultimately make an informed decision for their own financial future. From the advice provided to date, he has also been able to ensure his clients have received over $20 million dollars in claims, demonstrating the value of his advice, knowledge and personal claims service.

 

Two of PJ’s proudest career moments were when he was recognised as one of the top three financial advisers in Australia by the Association of Financial Advisers (Adviser of the year award) for 2014 and 2015.

 

PJ was QLD state chair for MDRT which ended in 2016 and has taken on a board position with the charity Parkinson’s QLD. PJ also became state trustee for the AFA investment board. PJ has been a member of MDRT for 12 years including 4 years qualifying Court of the table and 3 years Top of the table. PJ has spoken at serval international meeting including on the main platform in front of 14,500 people. PJ is also a joint owner and authorised representative for Advice for Life, the financial planning arm for Mr Insurance clients, that ensures we offer advice to assist clients with their financial goals and not just protect them.

 

Outside of helping clients, PJ is married to Meaghan and has two young daughters Sienna and Matisse. PJ is a passionate fisherman that according to his stories even catches a few or if given a few spare hours of leave by Meaghan, loves exploring on his mid-life crisis Harley Davidson.

 

Kevin Owen

Kevin Owen is based in Sydney and has been in the Financial Services Industry over 30 years. Kevin has been very active in the Agents Association, holding the positions of NSW President and National President between 1989 & 2000 (12 years) within the Associations at Prudential, L&G & Colonial before they all merged into the CBA group.

 

In 1999, Kevin Owen organised the first meeting of the dream which in turn successfully built a New Dealer Group, “Total Financial Solutions Australia”, one of the largest non-aligned groups within Australia at that time.

 

Kevin was the first advisor appointed at TFSA and has been a Director of TFSA since inception.  Kevin also held the position of Chairman from 2002 to 2008, stepping aside to allow the appointment of our first independent chairman Steve Laue while we sold to COUNTPLUS and after the CUP ASX Listing Kevin was invited back to the chair of the New TFSA Licence Company until 2014 when he decided to step down to concentrate on building is various practices prior to him retiring. He has sold off the major portion of his Larger Group and now manages a select group of over 300 of his best clients.

 Kevin is a Life and Qualifying Member of MDRT (over 25 years) a member of Court of the Table and Top of the Table, and runs his successful personal Financial Planning/Risk practice from his Miranda office. 

 

Marc Bineham

I am the financial gym buddy for my clients, whether it is to project manage their finances, help source the right specialists when needed, or just keep them accountable and on track. My team and I want to give our clients back the time to spend on the things that matter most in their life.

 

Marc has worked in the financial service industry for more than 30 years now and his company provides various services to clients, including retirement wealth planning, financial management and protection strategies across Australia, Asia and Persian Gulf Region. 

 

Marc has won a number of industry awards and recognitions, including MDRT membership with Top of the Table honours. Currently, he is serving as the National President of Association of Financial Advisers (AFA) and actively promoting the value of financial advice to Australian consumers and different industries.

 

He loves travelling with family and friends especially kicking back in Umbria, Italy.

 

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Email: mdrt@jbsfinancial.com.au